CONCORD MANAGEMENT SERVICES, LLC

25 Deforest Avenue
Suite 108
Summit, New Jersey 07901
Tel: 212-508-7090

About CONCORD MANAGEMENT SERVICES, LLC

CONCORD MANAGEMENT SERVICES, LLC, formally registered with the SEC as CONCORD MANAGEMENT SERVICES, LLC. The firm was established in 02/11/2019. They have over 1 offices throughout the country.

CONCORD MANAGEMENT SERVICES, LLC is a Summit, New Jersey based Financial Planning firm with nearly $262,429,211 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292760
SEC#	801-114729
Assets Managed by Firm	$262,429,211
No. of Clients	4
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$262,429,211

More Retirement Planning firms in Summit, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Summit, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.